HomeMy WebLinkAbout05.a Review Risk Management Loss Control Report as of December 31, 2023Page 1 of 2
Item 5.a.
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January 23, 2024
TO: FINANCE COMMITTEE
FROM: SHARI DEUTSCH, RISK MANAGEMENT ADMINSTRATOR
REVIEWED BY: PHILIP LEIBER, DEPUTYGENERAL MANAGER -ADMINISTRATION
ROGER S. BAILEY, GENERAL MANAGER
SUBJECT: REVIEW RISK MANAGEMENT LOSS CONTROL REPORT AS OF
DECEMBER 31, 2023
The attached Loss Control Report shows information on current and prior open claims through December
31, 2023.
This report is typically issued monthly and new claims occurring since the previous report are highlighted in
blue (if any).
Strategic Plan Tie -In
GOAL ONE: Customer and Community
Strategy 1 - Deliver high -quality customer service
GOAL FOUR: Governance and Fiscal Responsibility
Strategy 3 - Maintain financial stability and sustainability
ATTACHMENTS:
1. Loss Control Report
January 23, 2024 Regular FINANCE Committee Meeting Agenda Packet - Page 145 of 148
CCCSD 2023-24 Loss Control Report
New Incident Ongoing Incident Prior FY Litigated
OVERFLOWS
Status #
ID#
Loss
Type
DOL
Other Party
Address
City
Reserve
Expenses
Paid *
Claim
Paid **
Incident Total
Paid to 1 Ck #
Closed 1
2024002
SSO
9121/23
Ron Coleman
512 Moraga Way
Moraga
$
$
$ 397.00
Claimant / 100140
Closed
Louis & Susan Meunier
516 Moraga Way
Moraga
$
4,944.38
$ -
$ 5,341.38
ServiceMaster 1100153
Closed 2
2024003
SSO
9129/23
Erling Horn
1029 Windsor Dr
Lafayette
$
$
3,801.69
$ -
$ 3,801.69
ServiceMaster / 100153
Closed 3
2024005
SSO
10/2123
Roesbery Car Care
3099 N Main
Walnut Creek
$
$
-
$ 88,342.44
Business Loss / Various
$ 34,157.56
Claimant/100150
Closed
Pool & Spa Supplies
3099A N Main
Walnut Creek
$
$
329.18
$ 10,213.75
$ 133,042.93
1 Claimant / 100152
Total - SSO I $ $ 9,075.25 $ 133,110.75 I $ 142,186.00
OTHER LIABILITY CLAIMS
Status
#
ID#
Loss
Type
DOL
Other Party
Address
City
Reserve
Expenses
Paid *
Claim
Paid **
Incident Total
Paid to / Ck #
Open
A
2019014
GL
7/26/2018
Jane Kappel
25 Arlene Lane
Walnut Creek
$ 10,000.00
$ 6,000.00
$
$ 16,000.00
MSJ Mar 2023/100110
Open
B
2021015
GL
12/14/20
A R Johnson (GAL)
M73, 205 Alamo View Walnut Creek
$ 25,000.00
$ -
$
$ 25,000.00
PI: In Discovery
Open
C
2021024
GL
2/1/17
EBMUD
17-29 Chapel Drive
Lafayette
$ 25,000.00
$
$
$ 25,000.00
2017+ slide, served 5/25
Open
E
2023002
GL
2/1/22
Weldon's Xcompl
644 Vallecito Ln
Walnut Creek
$ 10,000.00
$
$
$ 10,000.00
Tendered to Contractor
Open
F
2023010
GL
9/30/22
Frederick Hagen
Sycamore Vly Rd.
Danville
$ 25,000.00
$
$
$ 25,000.00
Bike Injury - Suit Filed
Total - Liab $ 95,000.00 1 $ 6,000.00 1 $ - $ 101,000.00
PLUMBING REIMBURSEMENTS
Status # ID# Loss DOL Other Party Address City
Type
Reserve Expenses Claim
Paid * Paid **
Incident Total
Paid to / Ck #
Total - PL I $ $ $ - I $ -
AUTO INCIDENTS
Loss
Expenses Loss
Status # ID# DOL Other Party Location Veh#
Reserve * **
Incident Total
Paid to / Ck #
Type
Paid Paid
Closed 1 2024001 AL 7/5/23 Kemal Gunel 1273 Locust Street, W, 288
$ - $ $ 3,222.20
$ 3,222.20
Claimant/ 100132
Open 2 2024006 AL 12/5123 Mohamed Radwan Akky 94 Muth Dr. 290
$ 3,277.43
$ 3,277.43
I Total -Auto I $ 3,277.43 $ $ 3,222.20 I $ 6,499.63
CENTRAL SAN'S PROPERTY LOSSES
Loss
Expenses
Status # ID# DOL Other Party Address City
Reserve * Loss Cost
Incident Total
Paid to / Ck #
Type
Paid
Closed 1 2024004 PD 9/26/23 HOB3 Boiler Leak 5019 Imhoff Martinez
$ 28,916.76 $ -
$ 28,916.76
ServiceMaster/ 100153
I Total - Prop I $ $ 28,916.76 $ I $ 28,916.76
Notes: rnor year ciosea aaims nave oeen removea rrom reporr.
Prior year active claims show a letter in the # column to distinguish them from current year claims. 12131123
January 23, 2024 Regular FINANCE Committee Meeting Agenda Packet - Page 146 of 148